WealthPLAN Partners, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q4 2023$3,821,604
+13.0%
17,914
+0.1%
0.39%0.0%
Q3 2023$3,382,089
-4.5%
17,888
+0.5%
0.39%
-21.6%
Q2 2023$3,540,046
+3.1%
17,799
-1.7%
0.50%
+28.1%
Q1 2023$3,433,502
-9.1%
18,113
-2.6%
0.39%
+48.1%
Q4 2022$3,777,168
+28.3%
18,593
+23.2%
0.26%
+29.4%
Q1 2022$2,943,000
-4.6%
15,088
+1.8%
0.20%
+0.5%
Q4 2021$3,086,000
-63.2%
14,821
+23057.8%
0.20%
+600.0%
Q1 2017$8,376,000
-74.4%
64
-76.4%
0.03%
+163.6%
Q3 2016$32,705,000
+200.4%
271
+26.6%
0.01%
+1000.0%
Q2 2016$10,888,000
+57205.3%
214
+36.3%
0.00%
-87.5%
Q2 2015$19,0001570.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders